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Pathstone Family Office’s Iron Mountain IRM Stock Holding History

Pathstone Family Office’s Portfolio IRM Stock Details IRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.39M Buy
23,200
+9,719
+72% +$594K 0.01% 586
2023
Q2 		$773K Buy
13,481
+158
+1% +$8.65K 0.01% 566
2023
Q1 		$712K Sell
13,323
-31,471
-70% -$1.65M 0.01% 555
2022
Q4 		$1.88M Buy
44,794
+7,776
+21% +$393K 0.02% 517
2022
Q3 		$1.64M Buy
37,018
+22,762
+160% +$1.15M 0.01% 515
2022
Q2 		$702K Sell
14,256
-2,692
-16% -$142K 0.02% 445
2022
Q1 		$950K Sell
16,948
-170
-1% -$8.1K 0.02% 341
2021
Q4 		$906K Buy
17,118
+961
+6% +$45.4K 0.02% 360
2021
Q3 		$711K Buy
16,157
+1,020
+7% +$45.9K 0.02% 391
2021
Q2 		$649K Buy
15,137
+9,494
+168% +$398K 0.02% 394
2021
Q1 		$212K Sell
5,643
-378
-6% -$12.6K 0.01% 593
2020
Q4 		$177K Buy
+6,021
New +$167K 0.01% 277
2019
Q4 		– Sell
-2
Closed – – 526
2019
Q3 		$0 Hold
2
– – ﹤0.01% 668
2019
Q2 		$0 Hold
2
– – ﹤0.01% 762
2019
Q1 		$0 Hold
2
– – ﹤0.01% 922
2018
Q4 		$0 Sell
2
-100
-98% -$3.28K ﹤0.01% 545
2018
Q3 		$4K Buy
+102
New +$3.63K ﹤0.01% 192

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pathstone Family Office's IRM Position: Q3 2023 in Review

Pathstone Family Office increased its Iron Mountain (IRM) stake by 72% in Q3 2023, buying an estimated $594K and bringing the position to 23,200 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #586.

Pathstone Family Office first reported a position in IRM in Q3 2018 and has held it in 17 quarters since. The position peaked at $1.88M in Q4 2022. 831 funds tracked by Wall St. Rank hold IRM as of Q3 2023.

  • Pathstone Family Office held 23,200 shares of Iron Mountain worth $1.39M as of Q3 2023.
  • Pathstone Family Office bought 9,719 Iron Mountain shares in Q3 2023, an estimated $594K.
  • Iron Mountain made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #586 holding.
  • Pathstone Family Office first reported a position in Iron Mountain in Q3 2018 and has held it in 17 quarters since.
  • Pathstone Family Office's Iron Mountain position peaked at $1.88M in Q4 2022.
  • 831 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.